Holder Noesis Capital Mangement Has Boosted Apple (AAPL) Position; Butensky & Cohen Financial Security Has Trimmed Its Wal (WMT) Holding by $461,678 as Stock Price Declined

May 22, 2018 - By Moses P. Lee

Walmart Inc. (NYSE:WMT) Logo

Butensky & Cohen Financial Security Inc decreased its stake in Wal (WMT) by 16.2% based on its latest 2017Q4 regulatory filing with the SEC. Butensky & Cohen Financial Security Inc sold 4,711 shares as the company’s stock declined 12.38% with the market. The institutional investor held 24,361 shares of the consumer services company at the end of 2017Q4, valued at $2.41M, down from 29,072 at the end of the previous reported quarter. Butensky & Cohen Financial Security Inc who had been investing in Wal for a number of months, seems to be less bullish one the $249.51B market cap company. The stock increased 1.04% or $0.87 during the last trading session, reaching $84.51. About 10.72M shares traded. Walmart Inc. (NYSE:WMT) has risen 23.53% since May 22, 2017 and is uptrending. It has outperformed by 11.98% the S&P500.

Noesis Capital Mangement Corp increased its stake in Apple Inc (AAPL) by 10.33% based on its latest 2017Q4 regulatory filing with the SEC. Noesis Capital Mangement Corp bought 1,782 shares as the company’s stock declined 3.81% with the market. The institutional investor held 19,026 shares of the computer manufacturing company at the end of 2017Q4, valued at $3.22M, up from 17,244 at the end of the previous reported quarter. Noesis Capital Mangement Corp who had been investing in Apple Inc for a number of months, seems to be bullish on the $922.23B market cap company. The stock increased 0.71% or $1.32 during the last trading session, reaching $187.63. About 16.71 million shares traded. Apple Inc. (NASDAQ:AAPL) has risen 19.49% since May 22, 2017 and is uptrending. It has outperformed by 7.94% the S&P500.

Butensky & Cohen Financial Security Inc, which manages about $217.72M and $120.86 million US Long portfolio, upped its stake in Mckesson Corp Com (NYSE:MCK) by 2,615 shares to 9,353 shares, valued at $1.46M in 2017Q4, according to the filing.

Among 38 analysts covering Wal-Mart Stores Inc (NYSE:WMT), 17 have Buy rating, 0 Sell and 21 Hold. Therefore 45% are positive. Wal-Mart Stores Inc had 158 analyst reports since August 14, 2015 according to SRatingsIntel. The firm earned “Equal-Weight” rating on Friday, November 17 by Morgan Stanley. On Friday, November 17 the stock rating was maintained by Susquehanna with “Buy”. The firm earned “Hold” rating on Sunday, June 4 by Wells Fargo. The firm earned “Neutral” rating on Wednesday, November 18 by M Partners. The stock of Walmart Inc. (NYSE:WMT) earned “Neutral” rating by Citigroup on Monday, November 9. The company was maintained on Thursday, August 17 by Oppenheimer. The stock of Walmart Inc. (NYSE:WMT) has “Conviction Buy” rating given on Friday, July 14 by Goldman Sachs. RBC Capital Markets maintained Walmart Inc. (NYSE:WMT) rating on Monday, July 24. RBC Capital Markets has “Sell” rating and $7400 target. The rating was maintained by Cowen & Co on Tuesday, November 21 with “Buy”. The rating was downgraded by S&P Research on Thursday, October 15 to “Hold”.

More notable recent Walmart Inc. (NYSE:WMT) news were published by: Seekingalpha.com which released: “Walmart Is Running In Quicksand” on May 22, 2018, also Investorplace.com with their article: “A Walmart Inc Earnings Miss Is Your Opportunity” published on May 15, 2018, Seekingalpha.com published: “Walmart Slated To Report Earnings Before Thursday’s Open” on May 16, 2018. More interesting news about Walmart Inc. (NYSE:WMT) were released by: Seekingalpha.com and their article: “Walmart: This Normalization Period Will Last” published on May 18, 2018 as well as Bizjournals.com‘s news article titled: “Coca-Cola among Georgia companies to dip on Fortune 500 list (Slideshow)” with publication date: May 21, 2018.

Investors sentiment decreased to 0.99 in Q4 2017. Its down 0.03, from 1.02 in 2017Q3. It dropped, as 68 investors sold WMT shares while 541 reduced holdings. 165 funds opened positions while 435 raised stakes. 865.70 million shares or 1.77% less from 881.34 million shares in 2017Q3 were reported. Bailard holds 0.03% or 4,615 shares in its portfolio. Boston Advsr Ltd Limited Liability Company holds 0.52% in Walmart Inc. (NYSE:WMT) or 244,279 shares. Beacon Finance owns 0.32% invested in Walmart Inc. (NYSE:WMT) for 18,557 shares. Heartland Advsrs has invested 0.73% in Walmart Inc. (NYSE:WMT). Sumitomo Life Insurance has 55,900 shares for 0.69% of their portfolio. Dorsey Whitney Limited Liability Company holds 10,533 shares. Blair William And Il holds 310,244 shares. Moreover, Security Bancorp Of Sioux City Iowa Ia has 1.31% invested in Walmart Inc. (NYSE:WMT) for 14,671 shares. Massachusetts-based Page Arthur B has invested 0.81% in Walmart Inc. (NYSE:WMT). D Scott Neal reported 0.06% stake. Portfolio Solutions Limited Liability Corporation accumulated 200 shares or 0% of the stock. Wealthtrust reported 0.1% stake. Kbc Grp Nv holds 0.22% in Walmart Inc. (NYSE:WMT) or 264,208 shares. 4,895 were reported by Texan Capital Management. Martingale Asset Management Lp holds 0.86% or 654,045 shares.

Since December 11, 2017, it had 0 buys, and 1 insider sale for $200,291 activity.

Since December 7, 2017, it had 0 insider purchases, and 8 insider sales for $42.88 million activity. Another trade for 15,641 shares valued at $2.65M was made by Riccio Daniel J. on Thursday, December 7. WILLIAMS JEFFREY E sold $2.90M worth of stock or 15,653 shares. Shares for $6.75M were sold by AHRENDTS ANGELA J on Thursday, May 3. SCHILLER PHILIP W had sold 69,491 shares worth $11.56M on Tuesday, April 3. LEVINSON ARTHUR D had sold 35,000 shares worth $6.51 million on Wednesday, May 9.

Among 56 analysts covering Apple Inc. (NASDAQ:AAPL), 37 have Buy rating, 1 Sell and 18 Hold. Therefore 66% are positive. Apple Inc. had 414 analyst reports since July 21, 2015 according to SRatingsIntel. The company was maintained on Thursday, April 5 by Citigroup. As per Friday, May 26, the company rating was maintained by Piper Jaffray. The stock of Apple Inc. (NASDAQ:AAPL) earned “Buy” rating by Maxim Group on Tuesday, January 31. BTIG Research maintained the shares of AAPL in report on Wednesday, July 27 with “Buy” rating. As per Wednesday, July 22, the company rating was downgraded by Cowen & Co. The stock of Apple Inc. (NASDAQ:AAPL) earned “Buy” rating by BTIG Research on Thursday, September 15. On Friday, January 12 the stock rating was maintained by Piper Jaffray with “Buy”. As per Wednesday, May 2, the company rating was maintained by UBS. BMO Capital Markets maintained the stock with “Market Perform” rating in Wednesday, May 2 report. The firm earned “Buy” rating on Wednesday, September 6 by Nomura.

More notable recent Apple Inc. (NASDAQ:AAPL) news were published by: Nasdaq.com which released: “Monday Apple Rumors: Beats Line May Get Its Own HomePod” on May 21, 2018, also Bizjournals.com with their article: “Editor’s Notebook: NC wants Apple and Amazon, but HB2 issues linger” published on May 22, 2018, Nasdaq.com published: “Thursday’s Vital Data: Facebook, Inc. (FB), Apple Inc. (AAPL) and Alibaba Group Holding Ltd (BABA)” on May 17, 2018. More interesting news about Apple Inc. (NASDAQ:AAPL) were released by: Thestreet.com and their article: “How to Trade Apple Ahead of Alphabet’s Launch of YouTube Music” published on May 21, 2018 as well as Seekingalpha.com‘s news article titled: “Apple: The Misleading Sales Data” with publication date: May 18, 2018.

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